Setting Up the Manage Approvers (optional) Tab

Objective

After completing this lesson, you will be able to set up the optional Manage Approvers tab.

Introduction

The Budget feature includes an option to add a Budget Approver step to the workflow. A Budget Approver approves the spend that will consume budgets.

Assigning someone as a Budget Approver also allows the approvers without this role to view budget links when approving expenses. Even if they do not use the budget approver step, access to budget details helps them understand the transactional impact of their approvals.

Caution

Before setting up this tab, make sure the Budget Approver/Manager role is assigned to anyone who needs to approve budgets. Note that delegate approvers cannot act as budget approvers.

How to Set Up the Manage Approvers (optional) Tab

Follow these steps to assign a Budget Approver. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Once you complete these steps, a demo video will be available to reinforce what you've learned and provide a quick recap.

Steps

  1. On the Budget Items tab, select an existing budget item. Choose Modify. The Modify Budget Item window appears.

    The image shows a screenshot of Budget Configuration interface under the Expense section and Budget Items tab. It offers options like New, Modify, Remove, More, and View Team Budget. The table contains columns for Budget Name, Fiscal Year, Budget Owner, and others, with budget filtering options available. One budget is listed: Hugo First 2025.

  2. On the Modify Budget Item window, select the Manage Approvers (optional) tab. The Manage Approvers (optional) page appears.

    The image shows a screenshot of the dialog box Modify Budget Item. It offers options like Budget Details, Budget Tracking Fields (optional), Manage Viewers (optional), Manage Approvers (optional) (highlighted in yellow), Filter by Managers (optional), and Adjustments.

  3. Type the first three letters of the user's name to find and select one or more assigned approvers. Select the user.

    The image shows a screenshot of a Modify Budget Item dialog box focused on managing viewers. Budget details are filed in with Budget Name, Budget Display Name, Budget Owner, Period Type, Fiscal Year, Currency, Budget Category, and Budget Type. The Manage Approvers tab is active, this is where Simon Sais is entered as a search text. Details for Simon Sais are displayed, such as email and user name. At the bottom there are buttons such as Audit Trail, Save, and Cancel.

  4. Choose Save to apply these changes.

    The image shows a screenshot of a Modify Budget Item dialog box focused on managing viewers. Budget details are filed in with Budget Name, Budget Display Name, Budget Owner, Period Type, Fiscal Year, Currency, Budget Category, and Budget Type. The Manage Approvers tab is active, this is where Simon Sais is entered as an Assigned Approvers (Budget Approver role). At the bottom there are buttons such as Audit Trail, Save (highlighted in yellow), and Cancel.

Result

References

TitleLink
Budget Admin Guide - Manage Budget ItemsBudget Admin Guide - Manage Budget Items

Summary

  • Assign approvers to review and approve spend that uses budget funds.
  • Ensure selected users have the Budget Approver /Manager role assigned.
  • Delegate approvers cannot serve as budget approvers.
  • Search for and select approvers, then save changes to update the budget item.

Learning

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